PERSONAL REVIEWS BUSINESS YOUR HOME PAGE
Tax Appt.Organizer .pdf Organizer .xls PROPERTY OWNERS MANUAL Analysis_schedules_options_tables Rebate_refund_schedule
FREE SERVICES/ REBATE (NETWORTH CLIENTs
ONLY
with AGREEMENT and RETAINER)
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END OF YEAR REVIEWS:
| Request any or all of the following on at least an annual basis to track your real estate against your other investments. |
| PERSONAL RESIDENCE(S) |
| ANALYSIS: LETTING THE BANK PAY FOR YOUR HIGHER RETURN ON INVESTMENT ( Mtg Options ) |
| ANALYSIS: PROPERTY OWNED - RESIDENCE RETURN ON INVESTMENT ( 2nd residence, etc. ) |
| INCOME & INVESTMENT PROPERTY |
| REAL ESTATE DEPRECIATION SCHEDULES - Portfolio of Investments |
| AMORTIZATION SCHEDULES |
| ANNUAL PROPERTY OPERATING DATA |
| CASH FLOW ANALYSIS - RENTALS |
| Request figures. They are based on our records. To confirm accuracy please bring in your old cover statements from the time you've been a continuous client for all your property brokerage and related tax reviews. | ||
| RETAINERS SCHEDULE
-
NOTE: REBATES AT CLOSING - info |
||
| INPUT ACTUAL AMOUNTS | TOTALS | |
| ACTUAL Retainers at Annl Review | 0 | |
| Additional Retainers Paid | ||
| Retainer Rebates or resets to zero | 0 | |
| Balance available | 0 | |
Email us a request for an organizer in .xls format. Then you may keep a copy to fill in and email it back to us when complete.
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